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Univest Financial
UVSP

Overview Fund Activity

156 hedge funds and large institutions have $627M invested in Univest Financial in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 11 closing their positions.

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
45
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.62M
2
UF
2
Univest Financial
Pennsylvania
$15M
3
BlackRock
3
BlackRock
New York
$97.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.82M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$33.5M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$497K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.11M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$97.7M 3,471,927 +112,239 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$73.8M 2,622,475 -9,050 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55.5M 1,972,731 +14,182 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.6M 1,656,102 +84,299 +5%
Pzena Investment Management
5
Pzena Investment Management
New York
$33.5M 1,189,748 -78,502 -6%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.8M 1,128,566 -81,785 -7%
State Street
7
State Street
Massachusetts
$24.6M 873,371 -18,070 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19.8M 704,445 +23,770 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$18.3M 650,889 -8,400 -1%
American Century Companies
10
American Century Companies
Missouri
$15.8M 561,089 +79,000 +16%
UF
11
Univest Financial
Pennsylvania
$15M 531,448 +127,239 +31%
LI
12
Leeward Investments
Massachusetts
$11.4M 403,576 -1,366 -0.3%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$11.1M 394,900 -58,140 -13%
Northern Trust
14
Northern Trust
Illinois
$9.29M 330,106 -5,328 -2%
AQR Capital Management
15
AQR Capital Management
Connecticut
$9.11M 323,832 -64,248 -17%
Morgan Stanley
16
Morgan Stanley
New York
$8.82M 313,371 +83,634 +36%
Goldman Sachs
17
Goldman Sachs
New York
$7.78M 276,465 +52,524 +23%
ECA
18
Endeavour Capital Advisors
Connecticut
$7.69M 273,189 -11,750 -4%
Charles Schwab
19
Charles Schwab
California
$6.92M 245,883 -10,892 -4%
RA
20
Royce & Associates
New York
$6.85M 243,466 -27,258 -10%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$6.62M 235,290 +157,872 +204%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$6.42M 228,321 +83,312 +57%
BCM
23
Bridgeway Capital Management
Texas
$6.1M 216,870 +4,690 +2%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$5.98M 212,513 -25,631 -11%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$4.83M 171,622 – –
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